Careers
Current Open Positions
If you are interested in one of our current open positions, please click the link in the full job description.
Executive Assistant
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**In order to be considered for this position, each applicant must complete the survey using the link below (cut and paste into another window):
https://portal.cultureindex.com/public/survey/general/985PTpuuc0
Job Description
The Executive Assistant is responsible for providing senior level, comprehensive support to the Managing Partners. This dynamic, fast paced position requires the ability to anticipate needs, think critically, and offer solutions to problems with a high level of professionalism and confidentiality. This position acts as a “gatekeeper” and “gateway,” creating a bridge between the Partners and the support staff.
Roles and Responsibilities
• Manage Partner calendars – prioritize inquiries and requests while troubleshooting conflicts; make judgments and recommendations to ensure smooth day-to-day flow
• Manage internal and external communications (to/from clients as well as with internal departments)
• Prepare and coordinate delivery of client meeting materials; run Morningstar reports, create, and review meeting summaries; Organize, coordinate, and/or complete post-meeting tasks and follow-up items.
• Provide support for the Firm's strategic projects and initiatives such as research, tracking, follow-up, and reporting. May require coordination with partners, various departments, and/or external contacts
• Provide planning and execution support for partner retreats and client/Centers of Influence events, including booking travel and accommodations, planning retreat agendas, and event timeline
• Provide direct support for monthly staff meetings and company semi-annual meetings including agenda preparation and company departmental communication
• Assist with technology needs related to Partner, client, and all-staff meetings and conference calls
• Assist with client-level communications such as company videos, holiday mailings, and emails
• Assist with tracking Partner licensing and continuing education
• Assist in the planning and execution of routine and special events
• Maintain existing records in CRM database (e.g. contact information, coding, alerts, meeting details, action items)
• Maintain client and firm related action templates, workflows, and documents
• Personal assisting element – personal financial statements; facilitate/communicate with outside accountants and banks; outside business activity support; other personal matters as needed
• Booking travel and accommodation arrangements throughout the year for firm and personal reasons
• Potential for communications outside of normal business hours
• Maintain a high level of confidentiality in all aspects of Partner and Firm business activities
• Other projects/duties as assigned for the overall benefit of the organization
QUALIFICATIONS
Minimum Education Required: Associate Degree in Business or related professional field
Preferred: Bachelor’s degree or higher
Work Experience
• Minimum Experience Required: 2 to 5 years in an Executive level support role in a professional office environment
• Preferred: 5+ years in an Executive level support role; Finance related experience is a bonus
Knowledge, Skills, and Abilities
• Positive attitude
• Punctual
• Strong technical abilities
• Exceptional interpersonal relations
• Excellent verbal and written communication
• Naturally proactive and disciplined
• Solution oriented
• Goal‐oriented and results driven
• Self‐starter and able to work well both independently and collaboratively
• Highly organized and attentive to detail
• Adaptable to change
• Ability to manage multiple tasks/ongoing projects
• Ability to react with appropriate levels of urgency to situations that require quick responses or turnaround
• Ability to work under pressure
• Confidence learning new systems and programs
• Office 365 experience
• Outlook experience
**In order to be considered for this position, each applicant must complete the survey using the link below (cut and paste into another window):
https://portal.cultureindex.com/public/survey/general/985PTpuuc0
Investment Officer
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**In order to be considered for this position, each applicant must complete the survey using the link below (cut and paste into another window):
https://portal.cultureindex.com/public/survey/general/985PTpuuc0
Job Description
The Investment Officer (IO) will be responsible for overseeing the investment strategies and portfolios of Koss Olinger’s clients. The IO leads a team of investment professionals, develops the firm's overall investment philosophy, and ensures that the investment processes and strategies meet client objectives, risk profiles, and regulatory standards. This role requires strategic insight, investment knowledge, and an understanding of client needs, coupled with a commitment to delivering strong investment performance.
Roles and Responsibilities
• Exemplifies the core values of Koss Olinger
• Maintains the highest standard of professionalism, integrity, and confidentiality
• Maintains strong communication and working relationships with team members
• Provides clear and efficient communication to leadership team and partners
• Maintains a unified voice with the leadership team
• Demonstrates a deep understanding of financial markets with the ability to provide tailored investment solutions
• Oversees and manages client portfolios to ensure they are diversified and aligned with our clients’ financial objectives, adjusting investments based on market conditions and client preferences
• Leads bi-monthly Investment Advisory Committee (IAC) meetings to provide regular commentary of portfolio performance, market trends, and investment recommendations
• Conducts in-depth research and analysis on market trends, economic conditions, and potential investment opportunities to inform decision-making
• Identifies and mitigates risks associated with client portfolios, ensuring compliance with regulatory requirements, and managing exposure to various asset classes
• Actively participates and oversees the development, implementation and execution of investment department and leadership projects/initiatives
• Participate in the vetting, onboarding, training and monitoring of investment team talent
• Work effectively with compliance and regulatory agencies to maintain records, fulfill information requests and satisfy business needs
QUALIFICATIONS
Education
• Bachelor's Degree in Finance, Accounting, Economics, Business Administration
• Master’s in Business Administration (preferred)
• Maintain CFA® designation
Work Experience
• 7+ years of similar or related experience
Knowledge, Skills, and Abilities
• Possesses a blend of technical expertise, leadership abilities, and interpersonal skills
• Strong ethical standards, with an unwavering commitment to acting in the best interests of clients and adhering to fiduciary duties
• In-depth understanding of investment strategies, including risk management, portfolio diversification, and asset allocation across different asset classes
• Familiarity with sophisticated financial instruments
• Comprehensive knowledge of global financial markets, economic indicators, and market drivers that influence asset prices
• Deep understanding of macroeconomic and microeconomic factors, geopolitical events, and their impacts on investments
• Understanding of regulatory environments, compliance rules, and fiduciary duties
• Expertise in identifying, assessing, and mitigating various types of investment risks, including market risk, credit risk, liquidity risk, and operational risk
• Knowledge of financial reporting standards, portfolio performance metrics, benchmarks, and valuation techniques
• Strong analytical skills to interpret complex financial data and market trends
• Ability to develop and execute comprehensive, long-term investment strategies based on client objectives and market conditions
• Ability to make critical investment decisions quickly
• Strong judgment to balance short-term challenges with long-term strategic goals
• Capacity to adjust strategies and investment approaches based on new information, feedback, or evolving market dynamics
• Skilled at prioritizing client needs, team responsibilities, and firm-wide objectives to maximize impact
• Ability to lead, motivate, and mentor a team of investment professionals, providing guidance, setting expectations, and fostering collaboration
• Ability to manage multiple complex tasks and projects simultaneously, ensuring deadlines are met without compromising quality
• Strong delegation skills, knowing when to entrust tasks to team members and when to step in for higher-level decision-making
• Excellent communication skills
• Strong presentation skills for delivering investment proposals and portfolio updates to advisory team and clients, as needed
• Proficiency with financial modeling and portfolio management software (e.g., Tamarac, Morningstar, etc.)
• Ability to leverage technology for research, performance tracking, reporting, and client communication
**In order to be considered for this position, each applicant must complete the survey using the link below (cut and paste into another window):
https://portal.cultureindex.com/public/survey/general/985PTpuuc0
Financial Services Associate
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**In order to be considered for this position, each applicant must complete the survey using the link below (cut and paste into another window):
https://portal.cultureindex.com/public/survey/general/985PTpuuc0
Position Responsibilities:
The Associate’s primary responsibilities and duties include exercising discretion and independent judgment in assisting clients in the administrative servicing of their accounts. Provide and process client service requests, money movement, and account maintenance on investment accounts. Open client accounts and complete client, custodian, firm paperwork, reviews, and maintain client transactions and firm tasks such as asset transfer and preparation of reports. The Associate will interact closely with Partners, advisors, and other management to identify and resolve relevant issues and projects.
Core Job Duties:
- Develop and maintain exceptional client relationships
- Process client’s outgoing and incoming money transfer requests across investment accounts
- Transfers, Checks, Withdrawals, Wires, Journals
- Process client service requests
- Beneficiary updates, address updates, opening accounts, incoming call/phone support
- Proactively address processing inefficiencies
- Coordinate with custodian’s service team
- Assist with seasonal tax-related requests
- Tax Statements, IRA contributions/distributions, Cost Basis
- Assist advisors with client service and document preparation
- Maintain and record accurate documentation of client’s requests and communications
- CRM actions, Email communication, saving forms and confirmations
- Monitor Schwab alerts for incoming deposits, new accounts opening, and transfer of assets
- Prepare forms to open new accounts and transfer of assets. Use DocuSign and LaserApp tools for form prep and submission
- Document Scanning and faxing
- Launch and maintain CRM action sequences associated with opening new accounts and initiating transfers
- Upload, fax, or overnight documents to Schwab and direct vendors
- Collaborate on department and firm workflow and compliance processes in order to fulfill regulatory requirements
Employment Standards:
- Education: Bachelor’s degree in Finance, Accounting, Economics, or related Business curriculum preferred
***Comprehensive on the job training is provided***
- Licensing: Series 65 preferred (or a desire to obtain Series 65 license)
- Key Traits: Must be detail-oriented, highly organized, self-starter, work independently and collaboratively, must be able to work successfully in a team atmosphere, have strong customer orientation and interpersonal and communication skills
- Computer Skills: Must be PC proficient with MS Windows operating systems and software programs, including but not limited to Excel Spreadsheets and workbook applications
- Experience: Minimum 2-4 years professional experience in wealth management or financial services environment
- Exceptions to Employment Standards: Must be approved by the Managing Partners, Operations Officer, and HR & Finance Officer
**In order to be considered for this position, each applicant must complete the survey using the link below (cut and paste into another window):
https://portal.cultureindex.com/public/survey/general/985PTpuuc0